Accel Wealth Management’s Viatris VTRS Stock Holding History

Accel Wealth Management’s Portfolio VTRS Stock Details VTRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-154	Closed	-$1.48K	–	857
2023 Q1	$1.48K	Sell	154 -39	-20%	-$433	﹤0.01%	1130
2022 Q4	$2.14K	Sell	193 -279	-59%	-$2.92K	﹤0.01%	901
2022 Q3	$4K	Buy	472 +5	+1%	+$49	﹤0.01%	882
2022 Q2	$5K	Sell	467 -100	-18%	-$1.1K	﹤0.01%	817
2022 Q1	$6K	Buy	567 +82	+17%	+$1.08K	﹤0.01%	794
2021 Q4	$7K	Sell	485 -110	-18%	-$1.47K	﹤0.01%	771
2021 Q3	$8K	Sell	595 -215	-27%	-$3.05K	0.01%	689
2021 Q2	$12K	Sell	810 -1,743	-68%	-$25.2K	0.01%	665
2021 Q1	$36K	Buy	2,553 +1,167	+84%	+$19K	0.03%	380
2020 Q4	$26K	Buy	+1,386	New	+$22.6K	0.02%	432

Other funds holding VTRS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Accel Wealth Management's VTRS Position: Q2 2023 in Review

Accel Wealth Management sold out of Viatris (VTRS) in Q2 2023, closing a stake of 154 shares — an estimated $1.48K sold.

Accel Wealth Management first reported a position in VTRS in Q4 2020 and held it in 10 quarters. The position peaked at $36K in Q1 2021. 986 funds tracked by Wall St. Rank hold VTRS as of Q2 2023.

Accel Wealth Management reported no remaining Viatris position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 154 Viatris shares in Q2 2023, an estimated $1.48K.
Accel Wealth Management first reported a position in Viatris in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Viatris position peaked at $36K in Q1 2021.
986 funds tracked by Wall St. Rank held Viatris as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.